See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,597 | $56,897-28.6% | $84,750-52.1% | $62,891-35.4% |
| Participation rate | 65.1% | 68.5%-3.4pp | 76.6%-11.5pp | 69.3%-4.2pp |
| Annual return | 4.97% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,768 | $2,709-34.8% | $3,712-52.4% | $3,203-44.8% |
| Admin fee / account holder | $7,234 | $3,581+102.0% | $5,332+35.7% | $4,296+68.4% |